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Getting Started

Please follow these steps to Rescue a Policy


Check to see if it's worth your time


Prequalify your client


Download the form


(before you call)

Are you a
Financial or Investment Advisor, Trustee, Insurance Agent, or someone with Fiduciary responsibilities?

Are you checking your client's policies regularly to make sure they are performing as projected or intended?

We specialize in accurately analyzing appropriate premiums, and whether actual costs should differ from the carrier’s suggested COI. 

If you care about your client(s) and this is not your specialty, you should contact us NOW! 

Click here for a quick overview

Consider the following:
Age      - are you or your client 75 or above?
Health - any of the 'chronic' health issues listed in the picture?
DB        - what is the amount of the current death benefit?

Getting Started

Click below to download a non-med form


5000 Birch Street, East Tower Suite 100
Newport Beach, CA, 92660, US


The material presented herein is designed to provide accurate and authoritative information in regards to the subject matter covered. It is prepared with the understanding that we are not engaged in rendering legal, accounting or other professional services. If legal or other expert assistance is required, the services of an advanced planning attorney or CPA should be sought. Securities offered through American Trust Investment Services, Inc. Member FINRA & SIPC. American Trust Investment Services, Inc. does not offer tax, legal or accounting services. Services are offered by The Rushmore Private Client Group. American Trust Investment Services, Inc. and The Rushmore Private Client Group are not affiliated companies.

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